EQUIP sales & lead management software features

pipeline management

EQUIP Sales & Lead Management Software helps you gain a global view of your sales pipeline. You can keep all the relevant details of your leads in one place and move them from one stage to the next in the pipeline.

contact management

All your contact details are stored neatly. Contact Management helps you identify qualified leads so you can focus more on them.

customer management

With a user friendly interface, this feature helps you manage your customer database, view sales history, meetings, opportunities, and invoices at a glance. You can add customer photos to make it easier for you to find them. You can also use filters based on existing categories.

call logging

Call Logging makes it easy for you to follow up with your customers. You can get the history of your phone conversations with customers so you know what you should discuss with them next time.

salesperson management

Monitor your salesperson performance and find out which areas to improve. Give each of them tasks that suit their own abilities.

in-depth reports

Create better sales reports using interactive Pivot tables. Sort the data based on customer, shipment, salespeople, date, product and etc. You can easily export the reports to CSV files and you can use charts, tables or graphs to display them.

FAQ

EQUIP softwares are ready-to-use products that are developed by our reliable development and research team. Our softwares are always innovating and following the latest trends, so the systems will always be updated periodically.

We provide 3 types of support for you; a project manager to analyze your needs, call hotlines which are available during business hours and portal support that is available 24/7 to ensure your softwares run perfectly.

what clients say

Bee Choo Origin Group

As a herbal product manufacturer and distributor that has been operating since 2002, the number of our customers keeps growing every day. Thanks to EQUIP, we’re now able to simplify our operations especially accounting, sales, purchasing and production. It has enabled us to exceed our customer expectations as well.

PERGAS

EQUIP has helped us improve the efficiency of our educational institution. We used to manage our daily tasks manually and it was difficult to get things done quickly. With the help of an easy-to-implement ERP System for School, everything has become much simpler and we can focus more on enhancing our school programs.

DBA

We have been handling so many interior design projects for 35 years and one of our objectives is to increase our business productivity and efficiency. In order to achieve that, we have to be able to streamline our business processes. After having implemented EQUIP, we’re able to improve our time management and simplify our customer payments, thus encouraging our staff to be more productive.

The Gown Warehouse

We love the results we’ve gained from implementing EQUIP ERP for the effectiveness of our bridal business. Customers are our most valuable assets and it’s very important for us to be able to meet their demands. EQUIP has helped us improve our customer relationship and automate most of our operations from inventory to contract management.

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About EQUIP

EQUIP is a suite of business software that includes ERP, CRM, HRM, Inventory, Invoicing, and many more, designed for a wide range of industries. EQUIP is one of the products of HashMicro, Singapore’s leading ERP solution provider.